Edison initiates coverage of Tiso Blackstar Group
TBGR's wide discount to intrinsic NAV provides a possible opportunity to invest in its well-established, cash-generative core portfolio. The basis of management's valuation of assets appears conservative and in the company's 10-year existence no asset has been sold below carrying value. The discount currently stands at 39.5%, well above the five-year average of 22% up to the announcement of the TMG acquisition in December 2014.
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